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Global Grant Training June 18, 2020 Presented by Carolyn Schrader Global Grant Advisor schrader407@gmail.com 303-589-7599 1 Global Grants Basic Requirements Funding Changes Application Resources and Reference Global Grant


  1. Global Grant Training June 18, 2020 Presented by Carolyn Schrader Global Grant Advisor schrader407@gmail.com 303-589-7599 1

  2. Global Grants ▪ Basic Requirements ▪ Funding Changes ▪ Application ▪ Resources and Reference ▪ Global Grant Template 2

  3. Global Grants ▪ Collaboration of 2 Clubs and community ▪ Host Club Responsibilities • Likely Manage funds • Oversee project • Keep Int’l Club informed ▪ Both sponsor Clubs must be qualified 3

  4. Community Needs Assessment Don’t start with a plan and/or an implementing organization — start with the community ▪ What do they want? ▪ Does it qualify for a Global Grant ▪ What they will support and maintain? Rotarians should be involved 4

  5. Local Resources/Partners ▪ Qualified Local Club heavily involved ▪ Government officials ▪ Seek out local vendors ▪ Coordinate with local initiatives ▪ Conflicts of Interest 5

  6. Areas of Focus Peace and Conflict Prevention/Resolution Disease Prevention and Treatment Water and Sanitation Maternal and Child Health Basic Education and Literacy Economic and Community Development 6

  7. Funding for Global Grants ▪ Global Grants are funded through: • Cash from Clubs • Cash from other sources • District Designated Funds (DDF) • World Fund match from TRF 7

  8. Funding for Global Grants New DDF limits for Global Grants Why? ▪ World Fund decreased due to other commitments ▪ District 5450 DDF reserve reduced due to demands for Global Grants and PolioPlus Maximum DDF available for 2020-21: $130,000 8

  9. 2020-21 DDF for Global Grants ▪ $15,000 maximum DDF for each Club ▪ Maximum per project: $15,000 if two Clubs $20,000 if three Clubs, and $25,000 for four or more Clubs 9

  10. Global Grant Financing Rotary International Change: ▪ DDF matched 100% from TRF ▪ Cash no longer matched by TRF ▪ Up to 3 to 1 match ▪ Minimum project: $45,000 10

  11. Global Grant Permissible Expenses ▪ 10% contingency ▪ 10% for project manager ▪ 10% for measurement ▪ $1,000 for project signage 11

  12. First Come First Serve 1 Please notify the District about upcoming Global Grants. When the application is close to complete, sponsor requests DDF, submitting:  Copy of the online grant application  Signed cash and DDF requests from participating D5450 Clubs Requests considered in order of receipt of request. 12

  13. First Come First Serve 2 District representative reviews application and recommends DDF approval If DDF is available, District awards DDF contingent upon Grant submission within 120 days. If deadline not met, sponsor submits a new request and joins the queue based on new date DDF approved is from the year the grant is submitted. 13

  14. Important Resources Important Resources: ▪ District 5450 Global Grant Terms and Conditions: accessing DDF for Global Grants ▪ Terms and Conditions for Rotary Foundation Grants: general requirements for Global Grants ▪ Guidelines for Global Grant Funding: detailed description of requirements 14

  15. Applying for Global Grants ▪ D5450 requests a Pre-application ▪ RI application Online — rolling deadline ▪ Needs assessment documentation ▪ Area of Focus connection ▪ Rotarian involvement — both Clubs 15

  16. Implementation Planning ▪ Define roles • Include local community • Approvals from governing body ▪ MOU ▪ Training ▪ Define realistic measurements ▪ Monitoring commitment 16

  17. Global Grant Application ▪ Detailed plan and budget ▪ How activity is sustainable ▪ How outcomes will be measured ▪ RI Grant Advisor will assist 17

  18. Global Grant Application Once application is submitted:  RI Grant Advisor will review and communicate  Decide where Grant funds will be held  Payment of Club funds to TRF or grant account ▪ Meeting Area of Focus and sustainability are key concerns 18

  19. The End Game: Sustainability • Good communication • Develop community ownership of the project • How will the impact of the project last? • Sources of additional funding 19

  20. Global Grant Reports ▪ Finances and Reporting • Receipts and bank statements required • Detailed ledger • 5 year record retention ▪ Reports due • First due within 12 months of payment • Every 12 months until completed 20

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